Maximise Your Financial Opportunities
Planning today for your ideal tomorrow – strategies to accumulate, grow & protect wealth
Financial Planning, Investment, Insurance & Aged Care Solutions
We’re here to help you achieve your lifestyle goals. Based in Dubbo, we offer personalised financial planning, investment management, and insurance solutions tailored to your needs.
Our services include needs-based coaching, financial education, and expert advice on investments, superannuation, and insurance. We use the latest research to deliver reliable, efficient results.
We also cover social security, aged care, and estate planning, ensuring every aspect of your financial well-being is taken care of. Join us and benefit from our dedicated support for a secure and prosperous future.
Our Services
Aged Care Services
Do you need assistance to transition your loved one(s) into Aged Care?
How is your financial plan progressing?
Are you looking for a second opinion on the direction of your financial plan?
Contact us for an obligation free second opinion on your current financial strategy, investments or insurance.
Access Leading Edge Investment Opportunities
Invest with the benefit of academically proven methods backed by decades of research
Learn About the Power of Markets
Our 6-part series looking at the six key factors that will help you become a better investor and enjoy greater success with less stress, leaving you to focus on more important things in life.
Step 1: Accept The Price
Step 2: Beware Market Gurus
The Foundation Wealth Difference
Foundation Wealth Planners in Dubbo are built on solid foundations with a commitment to providing great customer service, clear and easy to understand communication and peace of mind and a sense of confidence to all people of any age and circumstances in their life now and into the future.
- Privately Owned & Licensed
- Evidence Based Investment Process
- 30+ years of Financial Planning Experience
Protect Yourself & Your Loved Ones
Insurance Solutions For Life, Income, Disability & Illness
Latest News
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2024 Q2 June Quarter Review
Economic Overview Q2 2024 was a more subdued quarter than some seen recently, with flat to negative returns in many…
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Federal Budget 2024/25
The Federal Budget has been released, and for the current financial year, it is once again in surplus, albeit by…
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John Hussman: Man who Predicted
There’s a never-ending cast of characters out in the world who have big opinions on the direction of financial markets….
